SignWell + Teamleader Focus
SignWell + Teamleader Focus
SignWell + Teamleader Focus integrations
Create documents from templates in SignWell for new companies in Teamleader Focus
Effortlessly create and manage documents with this Teamleader Focus and SignWell automation. When a new company is added in Teamleader Focus, the workflow will generate a document from a template in SignWell. This seamless integration saves valuable time and ensures consistency in your document management process.
- When this happens...New CompanyTriggers when a new Company is added.
- automatically do this!Create Document From TemplateCreates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
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More things you can do with Teamleader Focus and SignWell
Discover other triggers and actions you can use with Teamleader Focus and SignWell
- New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - New Contact
Triggers when a new contact is added.
Try ItTriggerInstant - Deal Accepted
Triggers when a deal is accepted.
Try ItTriggerInstant - First name
- Last nameRequired
- Salutation
- Primary
- Telephone
- Mobile
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Language
- Gender
- Birthdate
- Iban
- Bic
- Remarks
- Tags
- Custom_fields
- Marketing mails consent
ActionWrite
- New Company
Triggers when a new Company is added.
Try ItTriggerInstant - Invoice Paid
Triggers when an invoice is paid.
Try ItTriggerInstant - Company nameRequired
- Business Type
- VAT number
- Local business number
- Primary
- Invoicing
- Telephone
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Iban
- Bic
- Language
- Responsible user
- Remarks
- Tags
- Custom_fields
- Marketing_mails_consent
ActionWrite- TitleRequired
- Summary
- Customer TypeRequired
- Customer IdRequired
- Contact Person
- Source
- Department
- Responsible User
- Phase
- Estimated Value Amount
- Estimated Value Currency
- Estimated Probability
- Estimated_closing_date
- Custom_fields
ActionWrite
About SignWell
SignWell is a secure electronic signature platform for an intuitive, faster, and affordable legally binding online and API embeddable document workflow signing.
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About Teamleader Focus
Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.
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